Purchases and Sales Made in Q2 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 2022. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.55K- 2.25% |
$95.4K - $126K
|
111K
$8.74M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.61K- 26.0% |
$97.5K - $129K
|
7.42K
$584K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-2.66K- 93.3% |
$99.6K - $131K
|
191
$15.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.69K- 14.57% |
$101K - $133K
|
15.8K
$1.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.73KClosed |
$102K - $135K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.76K- 0.51% |
$103K - $136K
|
543K
$42.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.78K- 20.86% |
$104K - $137K
|
10.5K
$831K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.78K- 8.11% |
$104K - $137K
|
31.5K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.79K- 14.71% |
$104K - $137K
|
16.2K
$1.27M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.85K- 4.52% |
$107K - $140K
|
60.1K
$4.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 28.68% |
$107K - $141K
|
7.11K
$561K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-2.87K- 78.28% |
$107K - $141K
|
795
$62.6K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.89K- 41.75% |
$108K - $143K
|
4.03K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.93K- 6.1% |
$110K - $144K
|
45K
$3.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.93K- 32.51% |
$110K - $145K
|
6.08K
$479K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.93K- 6.85% |
$110K - $145K
|
39.9K
$3.14M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.95K- 21.1% |
$110K - $145K
|
11K
$869K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.96K- 13.74% |
$111K - $146K
|
18.6K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.03K- 3.75% |
$113K - $149K
|
77.9K
$6.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-3.03K- 1.74% |
$113K - $150K
|
171K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.03K- 4.34% |
$114K - $150K
|
66.8K
$5.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3.05KClosed |
$114K - $151K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.08K- 32.01% |
$115K - $152K
|
6.54K
$516K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-3.08K- 29.81% |
$115K - $152K
|
7.26K
$572K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.08K- 1.99% |
$115K - $152K
|
151K
$11.9M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.09KClosed |
$116K - $152K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.09K- 76.68% |
$116K - $152K
|
940
$74.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-3.13K- 12.06% |
$117K - $154K
|
22.8K
$1.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.14K- 2.91% |
$117K - $155K
|
105K
$8.24M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.18K- 0.56% |
$119K - $157K
|
566K
$44.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.19K- 12.81% |
$119K - $157K
|
21.7K
$1.71M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.19K- 4.97% |
$120K - $158K
|
61.1K
$4.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.19K- 8.32% |
$120K - $158K
|
35.2K
$2.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.21K- 12.53% |
$120K - $159K
|
22.4K
$1.77M
|
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.23K- 28.33% |
$121K - $159K
|
8.16K
$643K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-3.23KClosed |
$121K - $159K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-3.24K- 9.92% |
$121K - $160K
|
29.4K
$2.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.25K- 22.95% |
$121K - $160K
|
10.9K
$859K
|
|
|
Aug 15, 2022
Q2 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-3.27K- 5.32% |
$122K - $161K
|
58.1K
$4.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.35K- 0.67% |
$125K - $165K
|
495K
$39M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-3.37K- 0.67% |
$126K - $166K
|
501K
$39.5M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.48K- 26.47% |
$130K - $172K
|
9.66K
$761K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.48K- 0.76% |
$130K - $172K
|
454K
$35.7M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.48K- 7.86% |
$130K - $172K
|
40.8K
$3.22M
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-3.55K- 8.96% |
$133K - $175K
|
36.1K
$2.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.58K- 3.35% |
$134K - $177K
|
103K
$8.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-3.6K- 19.09% |
$135K - $177K
|
15.2K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-3.6K- 12.08% |
$135K - $178K
|
26.2K
$2.07M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.69K- 16.02% |
$138K - $182K
|
19.3K
$1.52M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.69K- 5.01% |
$138K - $182K
|
70K
$5.51M
|